Bethany Thiesfeldt is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked at Target Stores for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Jennifer Kuanoni is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Morgan Stanley during her career. Outside of her advisory role, she serves as a notary public in Honolulu, HI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lane Nagano is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Lane focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. Lane’s expertise includes planning for education funding, retirement lifestyles, potential health care costs, and creating personalized strategies aimed at achieving families’ long-term goals. Holding professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), Lane applies a comprehensive approach that integrates various aspects of clients’ financial lives. Lane earned a bachelor’s degree from the University of Hawaii System. The guiding philosophy is to bring simplicity and transparency to wealth planning, helping clients manage and pursue the goals that matter most to them.

Lyly Obayashi is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Royal Alliance Associates, Signator Investors, LPL Financial, and MSI Financial Services. Obayashi also operates as an independent insurance agent under Wealth Managing Partners. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals. The firm offers a variety of investment solutions, combining proprietary model strategies and access to third-party managers across multiple custody platforms.

Miki Ohashi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held roles at Morgan Stanley Smith Barney LLC since 2013 and at Morgan Stanley Private Bank, N.A. in two separate periods between 2015 and the present. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes using techniques such as Monte Carlo simulations, offering a broad range of retail and institutional investment solutions.

Bryan Fleming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options than many peers, such as insurance-related vehicles and bank deposit sweep programs.

Tadahiro Meya is a Certified Financial Planner (CFP®) with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the Department of Education Hawaii at Moanalua High School for three years. He also conducted a one-time per diem engagement with Punahou School in Honolulu. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Curtis Lau is a financial advisor with Merrill, holding a Series 63 designation and over 42 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he has a limited involvement with an entity named Grand Welcome. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Leslie Hidaka is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans primarily in an advisory capacity.

Jason Shimoda is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support client financial plans.

Eugene Saulibio is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at NEXT Financial Group, Inc. for 16 years and has a background in insurance brokerage spanning over two decades. Outside of advising, he is involved in tax preparation and accounting through Agape Tax Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Michael Hatchell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has previously worked at LPL Financial and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as treasurer for a vacation rental association in Hauula, Hawaii. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Audrey Yukimura Silva is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, HI, beginning in 2024. Prior to joining Morgan Stanley, she has been involved in various photography and hospitality roles, including owning Audrey May Photography LLC and working with Karma Hill Photography Maui Wedding Group Inc. She continues to operate her photography business alongside her advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Mika Geringer is a financial advisor at Morgan Stanley with a Series 66 license and six years of industry experience. She has worked at Morgan Stanley in various capacities since 2016 and has prior experience with Fendi and Planet Blue. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Chang Li is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Bank of America, Charles Schwab, Scottrade, and Wind Information Hong Kong. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of model portfolios and third-party managers through a multi-manager platform.

Karen Yasukawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her previous firms include UBS Financial Services, where she worked for 10 years. Outside of advising, she serves as a committee member for the nonprofit Legacy of Life, involved in budget and investment reviews. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Kalen Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shawn Hamada and OSAIC, and he serves on the board of Nakata Electrical, Inc., an electrical contracting company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Donna Kakazu is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2004 and has also held positions at the Department of Education since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and employs an operational model that includes independent due diligence and delegated trading through BNY Mellon Advisors.

Scott Butera is a financial advisor with UBS Financial Services in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 2010. Outside of advisory work, he manages Positive Living LLC, a motivational website and related media business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans aligned with clients’ goals and risk tolerances.

Gareth Kaneshiro is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc. and Bankoh Investment Services, Inc. prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.